DAVID JONATHAN ROOTES is an investment adviser representative (IAR) with state registration records since 2012, appearing at 2 firms. Currently registered with INTEGRATED WEALTH CONCEPTS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | 2023-02-01 | present | Yes |
| LAUREL WEALTH ADVISORS, INC. | 2021-01-31 | 2023-03-31 | — |
| LAUREL WEALTH ADVISORS, INC. | 2012-09-17 | 2020-12-31 | — |